Drag a deal forward. Watch the forecast move with it.
Early accessCRM Pipeline Management
Every deal on a board by stage, with value, likelihood, owner and next step - and stalled deals flagged before they quietly die.
- Included in CubeCRM
- UK hosted
- 01234 672 617
A pipeline is only useful if it is true, and it is only true if updating it is easier than not.
CubeCRM shows every opportunity as a card on a board, in stages you define, with its value, likelihood, owner and next step. Moving a deal on is a drag. Every deal must have a next action, deals that sit still too long are flagged, and closed deals record why they were won or lost. Because quotes, emails and calls live on the same record, the pipeline stays current as a side effect of doing the work.
What it does
Six things pipeline management takes off your plate
All of it sits on the same customer record as the rest of CubeCRM, so nothing is typed twice.
Boards and stages
Your stages, several pipelines if you sell different kinds of work, and drag-and-drop between them.
Next step on every deal
A deal cannot move without a next action, and the ones with none are listed.
Stalled deal alerts
Deals idle too long or past their close date flagged on the board and in the morning list.
Value and weighting
Deal value and probability, with weighted totals per stage, person and team.
Win and loss reasons
Recorded on every closed deal and reported, so patterns show up in a quarter.
On the phone too
The board and deal details work on a phone, so deals move on straight after the meeting.
How it works
Three steps, and then it looks after itself
Name your stages
Four to seven stages that match how deals really progress, with a default probability for each.
Bring in open deals
Opportunities from your spreadsheet or old CRM imported with owners, values and dates.
Run the meeting from the board
Review stalled deals and next steps together, instead of rebuilding the numbers.
- Drag
To move a deal on, not a form
- Every
Deal with an owner and a next step
- Flagged
Stalled and overdue deals
Near you
Pipeline management, county by county
We set up and train in person across 24 counties. Pick yours to see local coverage, postcode districts and the towns we visit.
- Bedfordshire4 towns
- Berkshire5 towns
- Buckinghamshire8 towns
- Cambridgeshire5 towns
- Derbyshire5 towns
- Essex5 towns
- Gloucestershire6 towns
- Hampshire5 towns
- Hertfordshire4 towns
- Kent5 towns
- Leicestershire4 towns
- Lincolnshire5 towns
- Norfolk5 towns
- Northamptonshire10 towns
- Nottinghamshire4 towns
- Oxfordshire5 towns
- Rutland4 towns
- Shropshire5 towns
- Staffordshire5 towns
- Suffolk5 towns
- Surrey4 towns
- Warwickshire6 towns
- West Midlands5 towns
- Worcestershire4 towns
Questions
Questions people ask about this
Yes - for different products, services or teams, each with its own stages.
Yes. Stages can be renamed, added or reordered, and existing deals are mapped across.
Only if you want them to. Permissions can limit people to their own deals or open the whole board.
Yes. Weighted values by stage and expected close date feed the forecast directly.
Where it fits
Part of these solutions
The same feature, described from the angle of the problem it solves.
Sales Pipeline Software
Every opportunity on one board, by stage, with value, likelihood and next step - so the whole team can see what is live and what is stuck.
Sales Forecasting Software
A forecast built from the deals you actually have, weighted by stage and checked against your real win rates - not a spreadsheet filled in the night before.
CRM Software
Contacts, enquiries, pipeline, quotes, follow-ups and service in one shared customer record - built in the UK for growing businesses.
Works with
Features people use alongside it
Quote builder
Branded quotes and proposals from your own price list, with revisions, discount approvals, automatic chasing and online acceptance.
See how it worksReporting & dashboards
Live dashboards for pipeline, win rates, activity, response times and service, with scheduled reports that arrive by email.
See how it worksTasks & follow-ups
Calls, meetings, visits and to-dos logged against the customer, with reminders that raise themselves so a promised call-back actually happens.
See how it works
See it properly
See pipeline management with your own customers
A walkthrough using a real enquiry, a real quote and a few of your actual customers tells you more than a scripted demo. It takes forty minutes and there is no obligation.
